PWS
Precision Wealth Strategies’s National Research Corp NRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,623
| Closed | -$223K | – | 119 |
|
|
2024
Q1 | $223K | Buy |
5,623
+413
| +8% | +$16.4K | 0.21% | 89 |
|
|
2023
Q4 | $206K | Sell |
5,210
-34
| -0.6% | -$1.35K | 0.2% | 81 |
|
|
2023
Q3 | $233K | Buy |
5,244
+113
| +2% | +$5.01K | 0.25% | 73 |
|
|
2023
Q2 | $223K | Sell |
5,131
-124
| -2% | -$5.4K | 0.37% | 57 |
|
|
2023
Q1 | $229K | Sell |
5,255
-199
| -4% | -$8.66K | 0.36% | 59 |
|
|
2022
Q4 | $203K | Sell |
5,454
-77
| -1% | -$2.87K | 0.21% | 97 |
|
|
2022
Q3 | $225K | Sell |
5,531
-50
| -0.9% | -$2.03K | 0.2% | 111 |
|
|
2022
Q2 | $203K | Buy |
5,581
+242
| +5% | +$8.8K | 0.16% | 134 |
|
|
2022
Q1 | $212K | Sell |
5,339
-731
| -12% | -$29K | 0.13% | 163 |
|
|
2021
Q4 | $252K | Buy |
6,070
+513
| +9% | +$21.3K | 0.18% | 114 |
|
|
2021
Q3 | $234K | Buy |
+5,557
| New | +$234K | 0.18% | 111 |
|